Evan D. Bigler

SCHWAB WEALTH ADVISORY

Radnor, PA 19087

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CRD#: 5796269

Professional summary

Evan Daniel Bigler, CFP®, who also goes by Evan Daniel Bigler, Evan Bigler, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Radnor, Pennsylvania and CHARLES SCHWAB & CO., INC. located in Radnor, Pennsylvania.

Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Evan has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Daniel Bigler | Evan Bigler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Daniel Bigler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 21, 2024 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 100 Matsonford Rd Suite 301, Radnor, PA 19087

RIA

CRD#: 159035

Radnor, PA

Current

October 21, 2024 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 100 Matsonford Rd. Suite 301, Radnor, PA 19087

RIA

CRD#: 5393

Radnor, PA

Past

October 19, 2024 - October 21, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Radnor, PA

Past

October 27, 2020 - October 16, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

October 27, 2020 - October 16, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

July 13, 2018 - September 11, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

March 25, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PHILADELPHIA, PA

Past

March 17, 2014 - September 10, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PRINCETON, NJ

Past

August 31, 2011 - March 5, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

August 31, 2011 - March 5, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

August 10, 2010 - August 8, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/21/2025)

Connecticut
(6/16/2025)

Delaware
(11/7/2024)

District of Columbia
(11/7/2024)

Florida
(11/7/2024)

Georgia
(8/28/2025)

Maryland
(11/7/2024)

Massachusetts
(2/22/2025)

Michigan
(1/3/2026)

New Hampshire
(2/22/2025)

New Jersey
(11/7/2024)

IAR

New Jersey
(11/7/2024)

New York
(11/7/2024)

Ohio
(1/5/2026)

Oregon
(8/8/2025)

Pennsylvania
(10/21/2024)

IAR

Pennsylvania
(10/21/2024)

IAR

Texas
(11/7/2024)

Virginia
(5/29/2025)

Washington
(8/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/21/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/10/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2010

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

9800 Schwab Way, Lone Tree, CO 80124

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Evan D. Bigler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Daniel Bigler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2011

Series 63

Date: 9/10/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2010

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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